최고 Money Matters With Dino 팟캐스트 (2024)

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#145 Eric Morgenson – New Mortgage Options For the Self-Employed 30:37

5+ y ago30:37

30:37

Today on Money Matters with Dino, Eric Morgenson from Angel Oak Mortgage Solutions talks with Dino Non-qualified mortgages. What is a non-qualified loan? Well simply, when the borrower's debt to income ratio exceeds more than 35%. For more information: Call Dino at 949-720-1616 or send an email at dino@cacoastalloans.com Here are just a few things …

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#144 Student Loans: Lessons For Parents and Their Children - Daniel Lungu 26:56

8y ago26:56

26:56

Parents beware that student loan debt is now higher than credit card debt in America. Start with a plan for your child early and make sure that everyone understands the goal...avoiding student loans! Here’s an idea. Instead of buying toys and gifts, contribute to the higher education savings account. In this episode Financial Executive from Trilogy…

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#143 Tax Tips From Your Financial Advisor - Kevin Leon 24:14

8y ago24:14

24:14

Now is the time to review your finances particularly how taxes during the distribution of retirement will affect your nest egg. Having the right Financial Planner on your side can literally mean millions in tax savings if things are handled properly and at the right time. In this episode Regional Vice President of Trilogy Financial Services Kevin L…

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#142 Mortgage Funds & Trust Deeds: Why Invest? - James Perry 32:51

8y ago32:51

32:51

How can an alternative investment such as Mortgage Funds and Trust Deeds be less risky than the traditional investing? Dino’s guest the CEO of Alliance Portfolio James Perry tells us why Real Estate Investing is not only a safer way to invest, but he shows us how it can completed managed and stress free for the investor. In this episode you’ll lear…

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#141 Self-Directed IRA’s and Mortgage Funds - Kaaren Hall & James Perry 32:00

8y ago32:00

32:00

A Self-Directed IRA is an IRA that can invest alternative assets such as Trust Deeds and Mortgage Funds. This is why on today’s show, Dino invited on the perfect combination of experts to talk about the marriage of this terrific investment vehicle with a fantastic alternative investment. As always, there’s a lot to consider, but when set up properl…

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#140 Trust Deed Investments: A Secured Investment That Pays 30:13

8y ago30:13

30:13

The number one reason that people don’t invest in Real Estate is fear. Fear of picking the wrong property, fear of being a landlord and fear of a down market. What if you could invest in prime Orange County Real Estate without the fear or the hassle? Our guest CEO of Alliance Portfolio, James Perry is here to us about how this is accomplished by ut…

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#139 Private Mortgage Funds: A Secured Investment That Pays 30:58

8y ago30:58

30:58

Are you a frustrated investor because it’s too difficult to predict the market? What if you could invest in a fund that is secured by prime Orange County Real Estate without the hassle? Our guest CEO of Alliance Portfolio, James Perry is here to us why a diversified Private Mortgage Fund is the answer to your frustration and a greta investment. Her…

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#138 Senior’s Transitioning - Noelle Hipke 27:35

8+ y ago27:35

27:35

After hurting herself badly, Noelle Hipke began aquatic therapy where she was exposed to and was given a real affinity and understanding of seniors. Soon she decided that her career would transition towards helping seniors with the different challenges that they face. In this show Noelle speaks with Dino with authority on the following topics: Help…

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#137 Financial Literacy 101 - James Harnsberger 24:32

8+ y ago24:32

24:32

When you don’t understand how your money works, you will never have any. James Harnsberger is an Enrolled Tax Agent and has discovered the keys to getting wealthy, by mastering your time, committing to a plan and getting started now. Poverty to some degree is a choice in this country because people don’t know where to start. Teaching your children …

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#136 The Value You Seek, The Value You Bring - Valerie Torelli 35:55

8+ y ago35:55

35:55

How do you ensure that you work with the highest level of productivity at all times? Why is that important in Real Estate when you have the option to work when you want? Selling Real Estate is competitive and you must set a high standard of integrity if you want to serve your clients properly and receive referral after referral. If you want to be y…

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#135 Financial Health Check-Up for 2016 - Daniel Lungu 36:28

8+ y ago36:28

36:28

Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution. On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR fina…

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#134 Virtues of Real Estate From LA to OC - Jay O'Brien & Jennifer Fematt 45:38

8+ y ago45:38

45:38

Are you buying or selling property in LA, but using a Real Estate agent from Orange County or vice versa? Your making a huge mistake. The virtues of not only each county, but each city are completely different and therefore the property in those cities needs to be approached in a different way. It's crucial that you find an agent that's very aware …

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#133 Qualities of a Great Real Estate Agent - Jennifer Fematt 23:39

8+ y ago23:39

23:39

What makes a great Real Estate Agent? How do you know when you sit down with someone that they’re looking out for your best interests? Today on the show Dino talks with a top Realtor from the prestigious John Aaroe Group, Jennifer Fematt about practical ways to establish whether you’re working with the right Real Estate Agent for your needs. You’ll…

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#132 Life Insurance 101 - Kevin Leon 19:31

8+ y ago19:31

19:31

Insurance is not something that many people like to talk about or understand. There are so many options that it becomes overwhelming to even consider what's right your you and your family, but it must be done. In this episode Mike Leon from Trilogy Financial Services teaches a course on our show we call Life Insurance 101. Here are just a few of th…

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#131 Today's Ups & Downs In The Stock Market - Kevin Leon 20:27

8+ y ago20:27

20:27

In today's crazy market what types of moves should you make to secure your retirement? Nothing is guaranteed, but having a professional advisor to help predict all the possibilities that might happen in every market correction in the future. . In this episode, Kevin Leon the Regional VP of Trilogy Financial Services goes into details about today's …

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#130 How To Avoid An IRS Audit 32:03

8+ y ago32:03

32:03

Nobody like talking about taxes, but here's the thing...a good tax strategy can save you hundreds of thousands of dollars as well as prevent the IRS from ever knocking on your door. On this show James Harnsberger from JSN & Associates talks to Dino about tax efficient planning that everyone can benefit from as long as they have the right advisors i…

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#129 How To Get The Perfect Credit Score 26:38

9y ago26:38

26:38

There are very consistent traits of people with a high credit score. For example, two-thirds have less than $8,500 in total debt balances excluding mortgages, 96% have no missed payments on their credit reports and high achievers use an average of 7% of their available credit on credit cards. Derek Boyd from Credit Law Solutions is highly respected…

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#128 Benefits of a Self-Directed IRA 37:24

9y ago37:24

37:24

The investments in your retirement account can be self-directed by you. Most IRAs are typically invested in stocks, bonds and mutual funds. With a self-directed IRA from, as the name implies, you make the investment choices. The types of investments are almost limitless. On this show Kaaren Hall from UDirect IRA Services, LLC talks to Dino about th…

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#127 What To Do With Your Money - Bart Zandbergen 18:02

9y ago18:02

18:02

The market’s at an all time high, but talking heads are preparing for a good point drop. What should you do? On this show Certified Financial Planner Bart Zandbergen talks to Dino about what to do with your money. Here are just some of the tips Bart had for Dino: Disregard Short Term Forecasts. Avoid Self Destructive Investor Behavior. Using A Syst…

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#126 10 Most Frequent Financial Concerns of Millennials 38:32

9y ago38:32

38:32

Times have changed and so have the concerns of those in their 20’s. Graduating college today and jumping into the workforce with a good paying job is far from automatic anymore, so what do millennials do? On this show Certified Financial Planner Daniel Lungo from Trilogy Financial talks to Dino about the 10 most frequent financial concerns of mille…

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#125 Rebuilding Financially After Divorce 32:55

9y ago32:55

32:55

Divorce is on the rise again. Have you ever sat down to calculate the cost of getting divorced? How does 6 figures sound to start? On this show Colleen McNamee from McNamee Mediations and Certified Financial Planner Bart Zandbergen talk to Dino about the enormous financial and emotional cost of divorce. Here are just some of the questions Dino aske…

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#124 The Financial Impact of Divorce on Retirement Plans & Social Security 17:08

9y ago17:08

17:08

Nobody like talking about divorce, but here’s the thing…if you don’t you can cost yourself tens of thousands of dollars. On this show Colleen McNamee from McNamee Mediations talks to Dino about the problems that divorce causes for your retirement plans and social security. Here are just some of the questions Dino asked Colleen: How about social sec…

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#123 Tax Efficient Retirement Planning - David Huisinga 27:45

9y ago27:45

27:45

Nobody like talking about taxes, but here's the thing...a good retirement tax strategies can save you and your heirs hundreds of thousands of dollars. On this show David Huisinga from Trilogy Financial Services talks to Dino about tax efficient retirement planning that everyone can benefit from as long as they have the right advisors in their corne…

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#122 Portfolio Stress Testing For Retirees 27:38

9y ago27:38

27:38

How can your financial planner help you feel truly comfortable that your retirement savings and income will be there when the time comes? Have you ever heard of portfolio stress testing for retirees? Nothing is guaranteed, but it’s a really good use of technology to help predict all the possibilities that might happen in every market correction in …

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#121 2014 Divorce Statistics & Information 26:51

9y ago26:51

26:51

Many people who have gone through divorce site it as their darkest time. In fact, the divorce statistics are so staggering in Southern California that it’s truly amazing that people get married at all. In this show Colleen McNamee from McNamee Mediations came on to discuss the Top 10 Reasons for Divorce. Here are some of the highlights: What’re the…

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#120 Written Financial Plans 27:38

9y ago27:38

27:38

The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs. Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits. In this episode, Jeff Seuferling from Trilogy Financial Services discusse…

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#120 Proven System To Flip 400 Houses 42:26

9y ago42:26

42:26

Making the decision to be an Entrepreneur is not an easy one. It’s filled with fears and doubts, but also the excitement of possibilities. The great thing is that no matter what industry you are in, the fundamentals of owning your own business are the same. In this episode, Justin Williams from House Flipping HQ is on to discuss how he went from de…

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#119 Quick Tips To Financial Success 28:09

9y ago28:09

28:09

Would you like some practical tips for financial success? Of course you would and here’s why. Regardless of whether you make a lot of money or not, you can have a healthy retirement if you follow a few simple rules. In this show Kevin Leon, the Regional VP of Trilogy Financial Services will change your perspective in 30 minutes of great information…

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#118 The Future of Credit and What It Means To You 27:56

9y ago27:56

27:56

Credit has been both an incredible benefit and detriment to Americans over the years depending entirely on how diligent someone had been. Good credit can save you thousands of dollars a year, while bad credit can cost you thousands a year. The challenge is that so often what the credit bureaus are looking for is not only confusing, but it changes c…

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#117 Protect Your Assets With Estate Planning 27:59

9y ago27:59

27:59

Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death? The answer is that you wouldn’t; nor would you want to have little or no control over medical decisions if you’re injured. Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to…

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#116 Avoid Divorce Through Proper Planning & Communication 37:24

9y ago37:24

37:24

Divorce is a painful process that can rob a couple of their dignity and their finances. In fact, many people who have gone through divorce site it as their darkest time. What if there were a process that would allow you to save money on the lawyers fees and deal with each other in a way that would help you to maintain a friendship? Better still, wh…

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#115 Wing Lam - Top Marketing Tips From Entrepreneur Wing Lam 48:00

9y ago48:00

48:00

Wing Lam is the Co-Founder of Wahoo’s Fish Tacos and the epitome of a marketing entrepreneur. In this fascinating show Wing gave a no-holds-barred account of how he built the Wahoo’s empire from one location on the beach of Southern California to 65 locations in 7 states. "The lowest person on the totem pole in your organization needs to be able to…

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#114 Kevin Leon - The ABC's of Life Insurance 27:49

9y ago27:49

27:49

Many times talking about life insurance can feel like an uncomfortable conversation, but it doesn’t have to be that way. If you work with the right professional what you’ll realize is that it’s really just about doing the math so that your family is protected. Life insurance can take care of things like replacing your income, paying off debt, fundi…

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#113 Jeff Motske - Couples Guide To Financial Compatibility 55:53

9y ago55:53

55:53

Financial Compatibility is a very important thing to a relationship and yet it's almost always ignored. It's true that it's an uncomfortable conversation to have at the beginning because it requires complete trust and transparency, but it is surprisingly simple once you get into it. Setting your priorities like retirement and college tuition can br…

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#112 Cary Boring - Annuities: The Good, The Bad and The Ugly 27:50

9y ago27:50

27:50

Annuities are very misunderstood. What kind do you go into? What are they for exactly? Can they grow significantly for retirement? There are so many options, some not good at all and some very good depending on where you are in your planning. It’s important to sit down with someone who really understands the Annuities so that you match your needs w…

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#111 Kevin Leon - Regional VP of Trilogy Financial - Retirement Readiness 27:43

9y ago27:43

27:43

Getting ready for retirement is a lot trickier than most people realize. For example, did you know that you need at least 70% of your current income as income in retirement? Well how do you generate that income without a large amount of investment that's had years to compound? There's also things to consider like, when to take social security for m…

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#110 Jay Thompson, Setting Up A Business With The End Game In Mind 27:46

9y ago27:46

27:46

Being a corporate attorney is all about giving sound legal advice to prevent the big problems from happening. Unfortunately, most people don’t call a corporate attorney for advice, they call for crisis management. Jay Thompson, Corporate Attorney and Partner in Jeffer Mangels Butler & Mitchell, LLC. came on to give incredible advice about how to pr…

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#109 Kevin Leon, Regional VP of Trilogy Financial - College Planning 101 27:52

9y ago27:52

27:52

College tuition is up 7-8% annually and has been on that trend for quite a while, so what should parents do? What are the most effective ways to save in this inflationary environment? Kevin Leon, the Regional Vice President for Trilogy Financial provided some great advice regarding highly effective ways to budget and prepare for this enormous expen…

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#108 Aaron Hodson, CEO of HarcourtsUSA , The Entrepreneurial Shift 27:58

9y ago27:58

27:58

Many businesses struggle with adapting to a changing business environment. It’s admittedly difficult when your new customer base thinks, buys and interacts very differently from your last generation of customers. We call this phenomenon, the “Entrepreneurial Shift” and it can be extremely challenging for a business owner to navigate. Fortunately Aa…

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#107 Steve Renteria, Regional Manager of Steele Insurance Agency 27:58

9y ago27:58

27:58

Why do we call life insurance the unsung hero? Maybe because most people see it as an expense and not an investment, or maybe it's just not very exciting. Whatever the reason we can all agree that when you need it, it's the greatest thing in the world and we are more than happy that we have it. Steve Renteria from Steele Insurance Company is our go…

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#106 Colleen McNamee - Mediation expert talks about Financial Infidelity with Dino 27:41

9y ago27:41

27:41

Studies are showing that some seven million Americans have a secret bank account or credit card account that their spouses know nothing about -- and most of those doing the hiding are men, according to the study….. Financial expert Kimberly Foss says “financial infidelity is more common than people think, and if anything, it’s on the rise.” Here to…

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#105 Maria Kutscher - Smart Women, Smart Money 8:05

9y ago8:05

8:05

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials: Certified Financial Planner Chartered Financial Analyst Chartered Retirement Planning Consultant Accredited Asset Management Specialist Founder & CEO, Allovest H…

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#104 Financial Planning When Taxes Rise 27:36

9y ago27:36

27:36

The big mistake that people make when they start earning good money is that they work so hard to accumulate and forget about how to keep it. Unfortunately, taxes unchecked can take a massive bite out of all the money that was made. Senior VP at Trilogy Financial Services Kevin Leon made it very clear on this week’s show, how dangerous it is to stic…

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#103 HR Unplugged 27:17

9y ago27:17

27:17

Do you own a business and stay up late worried about being in compliance with the labor laws? There are so many new laws that business owners don't know and the ones they do know, they don't really understand. Bad news, because they've just gotten more complicated. Human Resources expert Lorraine Bifulco owner of VantaggioHR came on to the show to …

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#102 The Good, The Bad & My Credit Report 27:51

9y ago27:51

27:51

Credit Scores and conversations about them don’t exactly strike awe or feel super compelling…until you consider how much your credit score affects the amount of money in your bank account. Think about this, a low credit score could mean a point higher on your mortgage, which translates to a few hundred $’s more a month. Let’s add to that a higher i…

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#101The Truth About Reverse Mortgages 55:48

9+ y ago55:48

55:48

If you’re at least 62 years old and have significant equity in your home, you might be considering a reverse mortgage loan and be wondering if it's the best option for you. You may be thinking things like, "Will my children have any inheritance if I get a reverse mortgae?" or even "Would I still own my home?" On this episode Dino Katsiametis had th…

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#100 The Game of Life: The Complete Family Life Insurance Package 55:49

9+ y ago55:49

55:49

We understand that you love your insurance company, or maybe you have no real feelings about them at all. Consider that a broker has access to many companies with even more policies and can not only find you the best prices, but the best service and the right coverage for your specific needs. Steve Renteria from Steele Insurance Agency came on to t…

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#99 Success Is Not An Accident. Be Purposeful In 2015 55:51

9+ y ago55:51

55:51

2015 is upon us and it's time to decide what you're going to do with it. Will you make more money? Will you start a family? Will you start a new business? Will you jump out of an airplane? All are fantastic options if you decide that it's what you want. The real question becomes how will you accomplish your goal? In this show we spoke with top busi…

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#98 The Best Of Money Matters With Dino 2014 55:49

9+ y ago55:49

55:49

2014 was a reall great year for Money Matters With Dino. We want to thank all of you who have been listening every week, by bringing you our favorite moments of the past year. These are the best moments from the best shows with our favorite guests and we really hope you enjoy it. Here is what you can expect: Wing Lam/Wahoo's Fish Taco's: "Wahoo's A…

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#97 The Top 20 Listener Questions About Divorce 55:46

9+ y ago55:46

55:46

We love listener questions, because we can be sure to get you the exact information you're looking for from our TLP(Trusted Local Professionals). In this show we focused on listener questions about divorce and brought on mediation expert Colleen McNamee from McNamee Mediations to answer them. Download our Free Ebook "Are You Facing The High Cost Of…

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